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Hedge Funds Similar to WHITE PINE

13F Portfolio OverlapQ2 2026WHITE PINE portfolio →
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Most similar hedge funds by 13F overlap

WHITE PINE CAPITAL LLC is an institutional investor managing $423M across 240 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WHITE PINE are Somerset Group, DMKC Advisory Services, SilverOak Wealth, with shared positions in $MMM, $WFC, $TRV, $ECL, $EMR, $C. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Some overlap · 4 shared positions
$MMM$WFC$TRV$ECL
$142M
58 positions
#2DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$MMM$WFC$EMR$C
$530M
92 positions
#3SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$MMM$ECL$WFC
$777M
126 positions
#4Great Waters Wealth ManagementSmart money
Some overlap · 3 shared positions
$MMM$ECL$TRV
$1.1B
131 positions
#5Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$MMM$EMR$ECL
$162M
52 positions
#6Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MMM$WFC$ECL
$122M
352 positions
#7NEEDHAM INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CECO$GENI$ARLO$ATRO$TNC
$3.3B
176 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MMM$WFC$C
$606M
79 positions
#9Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$MMM$WFC$EMR
$1.1B
112 positions
#10Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$MMM$WFC$EMR$C
$248M
96 positions
#11Kure Advisory, LLCActive
Some overlap · 3 shared positions
$MMM$WFC$TRV
$216M
62 positions
#12HighMark Wealth Management LLCActive
Some overlap · 4 shared positions
$MMM$WFC$TRV$ECL
$299M
565 positions
#13Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$MMM$EQIX$ECL
$336M
77 positions
#14InvesTrustPassive
Some overlap · 3 shared positions
$MMM$WFC$EMR
$247M
91 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$MMM$MS$GENI
$133M
66 positions
#16BAYBANPassive
Some overlap · 3 shared positions
$MMM$WFC$TRV
$130M
595 positions
#17ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$WFC$MS$EMR$C
$1.0B
121 positions
#18Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$SXI$C$WFC$EMR
$243M
424 positions
#19Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$WFC$MS$EMR$C
$267M
114 positions
#20BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$MMM$EMR$C
$263M
90 positions
#21GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$MS$EMR$C$WFC
$2.9B
212 positions
#22William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$MS$TRV$EMR$WFC
$208M
258 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$WFC$TRV$C$MS
$861M
137 positions
#24Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WFC$TRV$ECL$MS
$87M
624 positions
#25Northern Financial Advisors IncPassive
Some overlap · 3 shared positions
$MMM$TRV$MS
$151M
100 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.